FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 316 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 4.42 and the average weighting 0.6%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$3,000
+50.0%
380.0%0.00%
Q2 2020$2,0000.0%380.0%0.00%
Q1 2020$2,000
-33.3%
380.0%0.00%
-100.0%
Q4 2019$3,000
+200.0%
38
+90.0%
0.00%
Q3 2019$1,0000.0%200.0%0.00%
Q2 2019$1,0000.0%200.0%0.00%
Q1 2019$1,0000.0%200.0%0.00%
Q4 2018$1,0000.0%200.0%0.00%
Q3 2018$1,0000.0%200.0%0.00%
Q2 2018$1,000200.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 694,015$55,001,00045.24%
Mass General Brigham, Inc 1,536,103$121,736,00041.96%
MINOT CAPITAL, LP 916,256$72,613,00027.52%
TEXAS TREASURY SAFEKEEPING TRUST CO 870,500$68,987,00022.52%
Sageworth Trust Co 1,931,357$153,060,00016.59%
Rainwater Charitable Foundation 398,649$31,593,00015.90%
Nationwide Asset Management LLC 219,050$17,320,00014.46%
CLIENT 1ST ADVISORY GROUP, LLC 179,363$14,215,00014.01%
Bernicke Wealth Management, Ltd. 298,635$23,667,00013.22%
DIMENSION CAPITAL MANAGEMENT LLC 561,395$44,489,00013.02%
View complete list of ISHARES TR shareholders